Bank Of The West as of Sept. 30, 2021
Portfolio Holdings for Bank Of The West
Bank Of The West holds 217 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 6.6 | $63M | 448k | 141.50 | |
Microsoft Corporation (MSFT) | 5.1 | $49M | 173k | 281.92 | |
Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $40M | 15k | 2673.51 | |
Amazon (AMZN) | 4.1 | $39M | 12k | 3285.01 | |
Facebook Cl A (META) | 2.9 | $28M | 82k | 339.39 | |
Spdr Sp 500 Etf Tr Tr Unit (SPY) | 2.6 | $25M | 57k | 429.14 | |
JPMorgan Chase & Co. (JPM) | 2.4 | $23M | 141k | 163.69 | |
Visa Com Cl A (V) | 1.9 | $19M | 83k | 222.75 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 1.8 | $18M | 350k | 50.38 | |
Spdr Gold Tr Gold Shs (GLD) | 1.8 | $17M | 106k | 164.22 | |
Broadcom (AVGO) | 1.7 | $16M | 33k | 484.92 | |
Ishares Tr Msci Eafe Etf (EFA) | 1.6 | $15M | 192k | 78.01 | |
Qualcomm (QCOM) | 1.5 | $14M | 110k | 128.98 | |
Morgan Stanley Com New (MS) | 1.4 | $13M | 137k | 97.31 | |
UnitedHealth (UNH) | 1.4 | $13M | 33k | 390.74 | |
Goldman Sachs (GS) | 1.3 | $13M | 33k | 378.04 | |
Bank of America Corporation (BAC) | 1.2 | $12M | 275k | 42.45 | |
Ishares Tr Core Sp Scp Etf (IJR) | 1.2 | $12M | 106k | 109.19 | |
Applied Materials (AMAT) | 1.2 | $11M | 88k | 128.73 | |
Home Depot (HD) | 1.2 | $11M | 34k | 328.25 | |
salesforce (CRM) | 1.2 | $11M | 41k | 271.22 | |
Caesars Entertainment (CZR) | 1.1 | $11M | 98k | 112.28 | |
NVIDIA Corporation (NVDA) | 1.1 | $11M | 52k | 207.16 | |
Ishares Tr Core Sp Mcp Etf (IJH) | 1.1 | $11M | 41k | 263.07 | |
Ishares Tr Sp 500 Grwt Etf (IVW) | 1.0 | $9.5M | 129k | 73.91 | |
Microchip Technology (MCHP) | 1.0 | $9.2M | 60k | 153.49 | |
American Tower Reit (AMT) | 1.0 | $9.1M | 34k | 265.40 | |
United Rentals (URI) | 1.0 | $9.1M | 26k | 350.91 | |
Walt Disney Company (DIS) | 0.9 | $8.5M | 50k | 169.18 | |
Merck & Co (MRK) | 0.8 | $8.0M | 106k | 75.11 | |
Chevron Corporation (CVX) | 0.8 | $7.8M | 77k | 101.45 | |
Lam Research Corporation (LRCX) | 0.8 | $7.8M | 14k | 569.14 | |
Abbott Laboratories (ABT) | 0.7 | $7.2M | 61k | 118.13 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $7.1M | 22k | 319.94 | |
Delta Air Lines Inc Del Com New (DAL) | 0.7 | $7.0M | 165k | 42.61 | |
Nextera Energy (NEE) | 0.7 | $6.9M | 88k | 78.51 | |
Comcast Corp Cl A (CMCSA) | 0.7 | $6.8M | 122k | 55.93 | |
Nike CL B (NKE) | 0.7 | $6.6M | 46k | 145.22 | |
Bristol Myers Squibb (BMY) | 0.7 | $6.5M | 110k | 59.17 | |
Coca-Cola Company (KO) | 0.7 | $6.5M | 124k | 52.47 | |
Netflix (NFLX) | 0.7 | $6.4M | 11k | 610.38 | |
Union Pacific Corporation (UNP) | 0.7 | $6.3M | 32k | 196.02 | |
1ishares Tr Core Sp500 Etf (IVV) | 0.7 | $6.3M | 15k | 430.82 | |
Ishares Tr Select Divid Etf (DVY) | 0.6 | $6.1M | 53k | 114.72 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $6.1M | 122k | 50.01 | |
BlackRock (BLK) | 0.6 | $6.1M | 7.2k | 838.69 | |
CVS Caremark Corporation (CVS) | 0.6 | $5.9M | 70k | 84.86 | |
Wal-Mart Stores (WMT) | 0.6 | $5.9M | 42k | 139.39 | |
Abbvie (ABBV) | 0.6 | $5.9M | 54k | 107.86 | |
Thermo Fisher Scientific (TMO) | 0.6 | $5.7M | 10k | 571.33 | |
Indexiq Etf Tr Hedge Mlti Etf (QAI) | 0.6 | $5.7M | 181k | 31.76 | |
Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.6 | $5.5M | 160k | 34.16 | |
Ishares Tr Sp 500 Val Etf (IVE) | 0.6 | $5.4M | 37k | 145.43 | |
Zoetis Cl A (ZTS) | 0.5 | $5.1M | 27k | 194.14 | |
Qorvo (QRVO) | 0.5 | $4.9M | 30k | 167.20 | |
Mastercard Incorporated Cl A (MA) | 0.5 | $4.7M | 14k | 347.68 | |
Lightning Emotors | 0.5 | $4.7M | 545k | 8.55 | |
Pfizer (PFE) | 0.5 | $4.6M | 108k | 43.01 | |
First Republic Bank/san F (FRCB) | 0.5 | $4.5M | 23k | 192.86 | |
Anthem (ELV) | 0.5 | $4.3M | 12k | 372.76 | |
McDonald's Corporation (MCD) | 0.4 | $4.3M | 18k | 241.11 | |
Prologis (PLD) | 0.4 | $4.1M | 33k | 125.44 | |
Spdr Sp Midcap 400 Etf Tr Utser1 Spdcrp (MDY) | 0.4 | $4.0M | 8.4k | 480.87 | |
Advanced Micro Devices (AMD) | 0.4 | $4.0M | 39k | 102.89 | |
American Water Works (AWK) | 0.4 | $4.0M | 23k | 169.03 | |
Honeywell International (HON) | 0.4 | $3.9M | 18k | 212.28 | |
Sempra Energy (SRE) | 0.4 | $3.8M | 30k | 126.51 | |
Procter & Gamble Company (PG) | 0.4 | $3.7M | 27k | 139.81 | |
Iqvia Holdings (IQV) | 0.4 | $3.7M | 16k | 239.54 | |
Vulcan Materials Company (VMC) | 0.4 | $3.6M | 22k | 169.16 | |
Booking Holdings (BKNG) | 0.4 | $3.6M | 1.5k | 2373.92 | |
Dollar General (DG) | 0.4 | $3.6M | 17k | 212.12 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $3.6M | 9.9k | 360.93 | |
Chipotle Mexican Grill (CMG) | 0.4 | $3.6M | 2.0k | 1817.39 | |
Gilead Sciences (GILD) | 0.4 | $3.6M | 51k | 69.85 | |
Starbucks Corporation (SBUX) | 0.4 | $3.5M | 32k | 110.33 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.5M | 91k | 38.70 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.4 | $3.4M | 68k | 50.84 | |
Mondelez Intl Cl A (MDLZ) | 0.3 | $3.3M | 57k | 58.19 | |
Activision Blizzard | 0.3 | $3.3M | 43k | 77.38 | |
Monster Beverage Corp (MNST) | 0.3 | $3.3M | 37k | 88.82 | |
Ishares Tr Calif Mun Bd Etf (CMF) | 0.3 | $3.2M | 52k | 62.08 | |
Adobe Systems Incorporated (ADBE) | 0.3 | $3.2M | 5.5k | 575.79 | |
Intel Corporation (INTC) | 0.3 | $3.2M | 59k | 53.29 | |
Aberdeen Std Precious Metals Physcl Pm Basket (GLTR) | 0.3 | $3.1M | 35k | 86.46 | |
Vaneck Etf Trust High Yld Munietf (HYD) | 0.3 | $3.1M | 49k | 62.48 | |
Metropcs Communications (TMUS) | 0.3 | $3.0M | 24k | 127.75 | |
MetLife (MET) | 0.3 | $3.0M | 49k | 61.72 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $3.0M | 12k | 241.73 | |
Caterpillar (CAT) | 0.3 | $3.0M | 15k | 191.94 | |
International Business Machines (IBM) | 0.3 | $2.9M | 21k | 138.91 | |
Johnson & Johnson (JNJ) | 0.3 | $2.9M | 18k | 161.50 | |
Linde SHS | 0.3 | $2.8M | 9.7k | 293.39 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.8M | 13k | 218.77 | |
Citigroup Com New (C) | 0.3 | $2.8M | 40k | 70.17 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.3 | $2.8M | 28k | 97.84 | |
Philip Morris International (PM) | 0.3 | $2.7M | 29k | 94.80 | |
United Parcel Service CL B (UPS) | 0.3 | $2.7M | 15k | 182.07 | |
Invesco Exch Traded Fd Tr Ii Ftse Rafi Sml (PDN) | 0.3 | $2.7M | 72k | 37.56 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $2.7M | 20k | 133.01 | |
Schlumberger Com Stk (SLB) | 0.3 | $2.6M | 89k | 29.64 | |
At&t (T) | 0.3 | $2.6M | 96k | 27.01 | |
Target Corporation (TGT) | 0.3 | $2.4M | 11k | 228.79 | |
Freeport-mcmoran CL B (FCX) | 0.2 | $2.3M | 70k | 32.53 | |
Pepsi (PEP) | 0.2 | $2.2M | 15k | 150.43 | |
Royal Caribbean Cruises (RCL) | 0.2 | $2.2M | 25k | 88.94 | |
Becton, Dickinson and (BDX) | 0.2 | $2.2M | 9.0k | 245.76 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $2.2M | 37k | 60.07 | |
Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $2.1M | 22k | 93.83 | |
Verizon Communications (VZ) | 0.2 | $1.9M | 36k | 54.01 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $1.7M | 1.8k | 994.28 | |
Raytheon Technologies Corp (RTX) | 0.2 | $1.6M | 19k | 85.97 | |
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.6M | 596.00 | 2664.90 | |
Dow (DOW) | 0.2 | $1.6M | 27k | 57.57 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $1.5M | 15k | 102.39 | |
Paypal Holdings (PYPL) | 0.2 | $1.5M | 5.9k | 260.17 | |
General Dynamics Corporation (GD) | 0.2 | $1.5M | 7.7k | 196.02 | |
Laboratory Corp Amer Hldgs Com New | 0.2 | $1.5M | 5.3k | 281.41 | |
Quanta Services (PWR) | 0.2 | $1.5M | 13k | 113.80 | |
Ishares Tr Mbs Etf (MBB) | 0.2 | $1.5M | 14k | 108.11 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.4M | 5.2k | 273.02 | |
Marathon Petroleum Corp (MPC) | 0.1 | $1.4M | 23k | 61.80 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.4M | 7.7k | 182.35 | |
Cisco Systems (CSCO) | 0.1 | $1.4M | 26k | 54.44 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.4M | 11k | 130.14 | |
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.1 | $1.4M | 16k | 85.33 | |
Danaher Corporation (DHR) | 0.1 | $1.3M | 4.4k | 304.41 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.3M | 34k | 38.81 | |
Costco Wholesale Corporation (COST) | 0.1 | $1.3M | 2.9k | 449.41 | |
Boeing Company (BA) | 0.1 | $1.3M | 5.8k | 219.96 | |
Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | 3.4k | 345.11 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 7.5k | 153.58 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $1.1M | 3.8k | 300.03 | |
Prudential Financial (PRU) | 0.1 | $1.1M | 11k | 105.17 | |
3M Company (MMM) | 0.1 | $1.1M | 6.1k | 175.37 | |
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) | 0.1 | $1.0M | 29k | 36.22 | |
1united Sts Oil Units (USO) | 0.1 | $994k | 19k | 52.56 | |
Sherwin-Williams Company (SHW) | 0.1 | $983k | 3.5k | 279.87 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $959k | 2.7k | 357.80 | |
Corteva (CTVA) | 0.1 | $921k | 22k | 42.10 | |
ConAgra Foods (CAG) | 0.1 | $919k | 27k | 33.87 | |
Republic Services (RSG) | 0.1 | $907k | 7.6k | 120.07 | |
Epam Systems (EPAM) | 0.1 | $905k | 1.6k | 570.26 | |
Ishares Tr Global Energ Etf (IXC) | 0.1 | $868k | 32k | 26.86 | |
Vanguard Index Fds Sp 500 Etf Shs (VOO) | 0.1 | $833k | 2.1k | 394.23 | |
Automatic Data Processing (ADP) | 0.1 | $832k | 4.2k | 200.34 | |
Altria (MO) | 0.1 | $828k | 18k | 45.51 | |
Iron Mountain (IRM) | 0.1 | $788k | 18k | 43.46 | |
Wells Fargo & Company (WFC) | 0.1 | $769k | 17k | 46.44 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $674k | 5.9k | 114.76 | |
Nrg Energy Com New (NRG) | 0.1 | $650k | 16k | 40.82 | |
Norfolk Southern (NSC) | 0.1 | $635k | 2.7k | 239.43 | |
Direxion Shs Etf Tr Drx Sp500bull (SPXL) | 0.1 | $618k | 5.8k | 106.92 | |
Select Sector Spdr Tr Technology (XLK) | 0.1 | $613k | 4.1k | 149.37 | |
Oracle Corporation (ORCL) | 0.1 | $594k | 6.8k | 87.13 | |
FedEx Corporation (FDX) | 0.1 | $592k | 2.7k | 219.24 | |
Moody's Corporation (MCO) | 0.1 | $582k | 1.6k | 354.88 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $580k | 2.6k | 221.97 | |
Spdr Ser Tr Blomberg Intl Tr (BWX) | 0.1 | $565k | 20k | 28.73 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $557k | 6.4k | 87.45 | |
Emerson Electric (EMR) | 0.1 | $543k | 5.8k | 94.12 | |
Carrier Global Corporation (CARR) | 0.1 | $526k | 10k | 51.82 | |
Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $525k | 10k | 51.25 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $510k | 3.2k | 157.41 | |
Kinder Morgan (KMI) | 0.1 | $503k | 30k | 16.73 | |
Exxon Mobil Corporation (XOM) | 0.1 | $492k | 8.4k | 58.79 | |
Snap-on Incorporated (SNA) | 0.1 | $492k | 2.4k | 208.76 | |
Charles Schwab Corporation (SCHW) | 0.1 | $483k | 6.6k | 72.84 | |
Air Products & Chemicals (APD) | 0.1 | $482k | 1.9k | 256.00 | |
General Electric Com New (GE) | 0.1 | $481k | 4.7k | 103.07 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $469k | 3.5k | 132.54 | |
AmerisourceBergen (COR) | 0.0 | $454k | 3.8k | 119.41 | |
Capital One Financial (COF) | 0.0 | $445k | 2.7k | 162.10 | |
AFLAC Incorporated (AFL) | 0.0 | $441k | 8.4k | 52.20 | |
Vanguard World Mega Grwth Ind (MGK) | 0.0 | $436k | 1.9k | 235.04 | |
Eli Lilly & Co. (LLY) | 0.0 | $434k | 1.9k | 230.85 | |
S&p Global (SPGI) | 0.0 | $425k | 1.0k | 425.00 | |
Vanguard Index Fds Growth Etf (VUG) | 0.0 | $418k | 1.4k | 290.08 | |
Ishares Tr Cohen Steer Reit (ICF) | 0.0 | $410k | 6.3k | 65.47 | |
Woodward Governor Company (WWD) | 0.0 | $405k | 3.6k | 113.32 | |
Otis Worldwide Corp (OTIS) | 0.0 | $404k | 4.9k | 82.13 | |
General Motors Company (GM) | 0.0 | $379k | 7.2k | 52.68 | |
Micron Technology (MU) | 0.0 | $373k | 5.3k | 70.99 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $372k | 4.8k | 78.32 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $371k | 5.4k | 68.15 | |
Tyson Foods Cl A (TSN) | 0.0 | $361k | 4.6k | 79.03 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $358k | 8.0k | 44.50 | |
Amgen (AMGN) | 0.0 | $357k | 1.7k | 212.90 | |
Arista Networks (ANET) | 0.0 | $344k | 1.0k | 344.00 | |
Quest Diagnostics Incorporated (DGX) | 0.0 | $339k | 2.3k | 145.12 | |
Hp (HPQ) | 0.0 | $332k | 12k | 27.40 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $328k | 6.3k | 52.12 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $317k | 1.8k | 179.34 | |
Marsh & McLennan Companies (MMC) | 0.0 | $317k | 2.1k | 151.64 | |
MGM Resorts International. (MGM) | 0.0 | $305k | 7.1k | 43.12 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $302k | 4.1k | 74.18 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $297k | 4.0k | 74.25 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $296k | 3.4k | 86.07 | |
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.0 | $287k | 5.8k | 49.36 | |
RPM International (RPM) | 0.0 | $285k | 3.7k | 77.14 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $284k | 1.0k | 274.40 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $284k | 1.6k | 181.24 | |
Lowe's Companies (LOW) | 0.0 | $270k | 1.3k | 202.85 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $266k | 13k | 20.56 | |
Ishares Tr North Amern Nat (IGE) | 0.0 | $261k | 8.9k | 29.40 | |
Duke Energy Corp Com New (DUK) | 0.0 | $258k | 2.6k | 97.69 | |
MDU Resources (MDU) | 0.0 | $254k | 8.6k | 29.70 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $250k | 3.0k | 82.56 | |
O'reilly Automotive (ORLY) | 0.0 | $247k | 370.00 | 666.67 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $246k | 3.9k | 63.29 | |
Moderna (MRNA) | 0.0 | $231k | 599.00 | 385.64 | |
Keysight Technologies (KEYS) | 0.0 | $222k | 1.4k | 164.44 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $221k | 2.1k | 106.45 | |
Genuine Parts Company (GPC) | 0.0 | $212k | 1.8k | 121.14 | |
American Express Company (AXP) | 0.0 | $211k | 1.3k | 167.60 | |
Oneok (OKE) | 0.0 | $204k | 3.5k | 57.97 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $170k | 12k | 14.30 |